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20120723
20120723
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, j.p. morgan's strategist, thank you for joining us. >>> thank you. >> what is your take on the earning season so far? tell me how your clients are viewing it and what people are doing with their money these days. >> okay, well, clients are nervous about money these days, they're hearing europe slowing, china, big announcements. it turned out to be a lot better than expected. if you look at sort of bottom line numbers, about 60% are beating on earnings. that is a really good statistic, but only from the% are beat -- 40% are beating on revenue and margins. >> why is it? >> slowing. >> do you still see a risk of partners, adversity, what are they doing? >> actually, i was just in boston this week, they are very, very cautious, they look at europe. they don't think things have improved. the fiscal cliff is a big discussion now. d china, they're frustrated because the stock market has continued to really push towards new highs. >> interesting, even though the backrop is what -- somewhat weak, the market is -- >> i think something that is a good leading into care, the last 20
Search Results 0 to 0 of about 1